u/DonaldPump1

Reddit r/wallstreetbets
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
KEEL long +78.5%
Worst Calls
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Most Mentioned
KEEL ×1
Recent Calls
KEEL long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +78.5% Long Return +78.5% Short Return -
Average Return
7d +14.2%
30d +45.1%
90d —
Result
Result
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Thesis
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KEEL Keel Inf... Keel Infrastructure...
Long
Apr 17
$2.88
+78.5%
$KEEL has $700M in liquidity, zero debt, 400 MW of secured power, and recently redomiciled to the US to access broader capital markets. Unlike peers (CORZ, IREN, WULF), KEEL hasn't inked a hyperscaler deal yet, meaning the multiple expansion hasn't fully priced in the value of their power assets. Buying before a tenant deal is announced offers significant upside, as hyperscalers are desperate for power infrastructure. Management fails to secure a tenant deal, or they prove to be poor operators unable to execute on their 2.2 GW pipeline.
$KEEL has $700M in liquidity, zero debt, 400 MW of secured power, and recently redomiciled to the US to access broader capital markets. Unlike peers (CORZ, IREN, WULF), KEEL hasn't inked a hyperscaler deal yet, meaning the multiple expansion hasn't fully priced in the value of their power assets. Buying before a tenant deal is announced offers significant upside, as hyperscalers are desperate for power infrastructure. Management fails to secure a tenant deal, or they prove to be poor operators unable to execute on their 2.2 GW pipeline.
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